Insightly CRM Reviews & Product Details

It helps me keep customer information, follow-ups, opportunities, and ongoing activities organized in one place. I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. My work involves handling consultation enquiries, wellness program discussions, follow-up communication, and educational outreach activities, so having everything connected inside one system is very useful. What I like most about Insightly CRM is that contacts, leads, opportunities, tasks, and project-related activities stay linked together. When I receive a new enquiry, I can track the contact, manage follow-ups, schedule activities, and continue organizing related work without losing information between different records. This makes daily CRM work more structured. I regularly use contact management, lead tracking, opportunity management, task management, calendar activities, and reporting features. These help me organize consultation enquiries, monitor follow-up progress, schedule discussions, and keep track of ongoing communication. Having activity history available alongside customer records makes it easier to review previous interactions before the next follow-up.

Another thing I find useful is the way projects and tasks can be managed within the same platform. For health education initiatives and ongoing wellness programs, I can keep activities, deadlines, and related records organized without switching between multiple systems. The system is easy to understand, implementation for everyday use was straightforward, and performance has been smooth during regular work. Moving between contacts, leads, opportunities, tasks, and projects feels responsive, even when managing multiple records. The available integrations and workflow features also help keep information connected and reduce manual tracking work. Overall, Insightly provides a good balance of CRM, activity management, project tracking, and organization tools. Review collected by and hosted on G2.com.

I like how contacts, opportunities, and projects can be connected together, but sometimes maintaining those relationships requires a little extra setup when records become more detailed. It works well once everything is organized, although the initial record structure can take some time to maintain consistently. For larger workflows this makes sense, but for smaller day to day activities it occasionally feels more detailed than necessary. Review collected by and hosted on G2.com.

I manage customer relationships and sales activities in one organized system with Insightly CRM. It stores all customer data, contacts, and leads through the sales pipeline, which helps me build stronger customer relationships and automates routine tasks. I mainly use the contact and lead management features, and although it took me some time to get used to it, it now helps me a lot with my day-to-day work. Review collected by and hosted on G2.com.

The sales pipeline doesn't work for me. I believe it should be customized according to business or role. Review collected by and hosted on G2.com.

What I like most about Insightly CRM is its user-friendly interface and the way it brings everything together in one place: managing customer relationships, tracking sales opportunities, and organizing tasks. It helps our team collaborate more smoothly, streamlines day-to-day workflows, and keeps customer information easy to find when we need it. Overall, it makes it more efficient to manage leads, monitor progress, and stay organized. Review collected by and hosted on G2.com.

Some features take a bit of time to explore, and certain workflows or customization options could be more intuitive. In a few areas, the user interface could also be simplified to make navigation easier and more straightforward. That said, these are minor drawbacks overall, and Insightly CRM remains a useful and effective tool for managing customer relationships and sales activities. Review collected by and hosted on G2.com.

The features I use most and find the most valuable are bulk editing and reporting. The bulk editing function saves me a significant amount of time by allowing me to update multiple records at once instead of making changes individually. I also really like the drag‑and‑drop functionality when creating reports, which makes it quick and easy to customize the columns I want to include. An added benefit is how intuitive the platform is overall—the site is easy to navigate across different pages, which helps streamline my daily workflow. Review collected by and hosted on G2.com.

One issue I’ve experienced with Insightly CRM is that when creating reports, filters don’t always work as expected. Even after applying a filter to exclude certain data, those records sometimes still appear in the report. Additionally, Insightly Marketing cannot link email campaigns directly to contacts in Insightly CRM, which makes it more difficult to track engagement and campaign impact at the contact level. Review collected by and hosted on G2.com.

What I like best about Insightly CRM is how simple and easy it is to use. The UI is clean and straightforward, so it’s easy to keep track of records and client interactions without things feeling too complicated. The email reminders are also really helpful for staying on top of follow-ups and making sure nothing gets missed. I also like the Leads and Opportunities features, as they make it much easier to manage the sales pipeline and keep deals organised. Review collected by and hosted on G2.com.

One downside of Insightly CRM is that email reminders can sometimes be missed, which can affect follow-ups. It would also be useful to have better AI integration, such as automatically appending meeting notes or email summaries to client records to save time and improve record keeping. The Leads feature could be better suited to our sales process, as it would work more effectively if it were based around companies rather than individual names. Additionally, duplicate records could be managed better, as it can sometimes be difficult to spot and remove them efficiently. Review collected by and hosted on G2.com.

It's flexible. You can set up multiple sales pipelines and stages and move sales opportunities between them as they progress. Drag and drop, group edits and filters reduce the amount of time to add and maintain information. It can grow with you. As you learn more of the systems capabilities, it's easy to add them to your CRM process. Onboarding new employees and training them on the system is quick because it's intuitive. It's also cost effective, and we can show results in a meaningful way. Review collected by and hosted on G2.com.

Although you can run it from a phone, the screen is crowded, and it's challenging to do more than record meeting notes via voice to text. Review collected by and hosted on G2.com.

I use Insightly CRM to manage my customer relationships, track sales and opportunities, and keep all customer information in one place. I appreciate how it helps by keeping customer data, sales activities, and follow-ups organized, which makes it easy to track. What I like most is how easy it is to manage customers, track sales, and check progress in a single dashboard. It was also easy to set up, and we were able to get started with less training. Additionally, using it with Google Workspace and email tools keeps communication and customer information synced. We switched from spreadsheets and basic CRM because Insightly offered better features. Review collected by and hosted on G2.com.

Some advanced features can take a little time to learn, and reporting options could be more customizable. Review collected by and hosted on G2.com.

I really liked the features and how easy the product was to use. The level of support was also amazing—in our case, we had a dedicated CSM who was consistently responsive and always willing to help us throughout the process. Review collected by and hosted on G2.com.

It was great for the first couple of years, but after that we started noticing the company shifting its efforts to other products that didn’t necessarily work for our needs. Meanwhile, the CRM product seemed to remain stagnant, with few new updates and not many helpful improvements. Review collected by and hosted on G2.com.

What I like most about Insightly CRM is that it allows you to have customer information, opportunities, and tasks organized in one place. I also find it useful for tracking opportunities and keeping clear what actions I have pending with each contact. Review collected by and hosted on G2.com.

What I like least is that some functions can be a bit unintuitive at first and take some time to get used to. I also think that the customization of certain processes could be more flexible. Review collected by and hosted on G2.com.

I like that it's very easy to manage projects in Insightly CRM and add tasks, and keep track of them. Being a team manager, it's a lot easier when the project is added to Insightly, and we already have a predetermined list of tasks for each project. Setting up the project is user-friendly, and it ensures that staff completes all their tasks. The ability to report to my managers the percentage of projects that we are completing and the timing is very valuable as well. The initial setup on the site link was very easy. Review collected by and hosted on G2.com.

It seems like at certain times, I don't know if the system is updating. The interface will change and sometimes certain aspects won't be available. Reports won't be available or the size of the font will randomly increase, making it hard to see everything on the screen, so that could definitely be improved. Review collected by and hosted on G2.com.